Ridgewood Investments LLC
Top Portfolio Positions
157 positions ·
$142,618,684 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
26,669 | $7,668,937 | 5.38% | |
| MKL |
Markel Group Inc.
Financial Services
|
1,938 | $3,709,467 | 2.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,458 | $3,122,685 | 2.19% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
41,838 | $2,537,474 | 1.78% | |
| MSFT |
Microsoft Corp
Technology
|
6,766 | $2,504,570 | 1.76% | |
| TXN |
Texas Instruments Inc
Technology
|
12,887 | $2,501,882 | 1.75% | |
| QCOM |
Qualcomm Inc/De
Technology
|
17,994 | $2,317,267 | 1.62% | |
| MDT |
Medtronic plc
Healthcare
|
25,402 | $2,201,083 | 1.54% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
13,948 | $2,165,984 | 1.52% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
22,886 | $2,062,944 | 1.45% |
Portfolio Trend
24 quarters · across all stocks
Holdings in HCI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,631,444 | 10,552 | Shares | Sole | 2026-04-03 | |
| 2025-09-30 | $2,022,942 | 10,540 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,603,427 | 10,535 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,571,093 | 10,528 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,233,003 | 10,581 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,134,943 | 10,601 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $991,657 | 10,759 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,254,824 | 10,810 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $948,464 | 10,852 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $589,372 | 10,856 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $669,633 | 10,839 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $585,151 | 10,917 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $431,531 | 10,900 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $426,260 | 10,874 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $735,534 | 10,855 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $739,071 | 10,840 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $923,284 | 11,052 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,226,002 | 11,068 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,099,596 | 11,059 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,872,487 | 24,375 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,288,672 | 24,640 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,214,505 | 24,640 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,235,638 | 26,757 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,076,164 | 26,737 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||